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New Incentive Compensation Reports Samples for Mobile

edited May 30, 2023 3:37PM in Incentive Compensation

You can now embed Incentive Compensation reports into CX Sales Mobile.

Using the reports below and our new Data Visualization Tool you can show the following to your sales team in the new Digital Sales dashboards.

  • Earnings Summary Reports
  • Credit Summary Reports
  • Payments Summary Reports

How to Use These New Reports

There will be three components to your setup for these reports that we will detail below. (Recorded Demo Included)

  1. Download the attached catalog files & import into your OTBI environment
  2. Configure how you would like to visualize your reports. (Learn more here)
  3. Embed your configurations into a Mobile Template

You'll need to first download the attached catalog file and import it into your OTBI environment. Once the reports are available you will need to use the Visualization Configuration Tool to configure how the reports should be displayed. If you are new to the OTBI Data Visualization Tool, you can learn more here

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